SC

SouthState Corp Portfolio holdings

AUM $2.17B
1-Year Est. Return 19.63%
This Quarter Est. Return
1 Year Est. Return
+19.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.08B
AUM Growth
+$2.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
725
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.3M
3
+$1.05M
4
STZ icon
Constellation Brands
STZ
+$1.01M
5
ROP icon
Roper Technologies
ROP
+$981K

Top Sells

1
+$3.3M
2
+$2.33M
3
+$2.13M
4
PFE icon
Pfizer
PFE
+$2.09M
5
VZ icon
Verizon
VZ
+$2.02M

Sector Composition

1 Technology 21.18%
2 Healthcare 13.31%
3 Financials 12.56%
4 Consumer Staples 9.07%
5 Consumer Discretionary 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$107K 0.01%
+2,113
302
$105K 0.01%
3,500
303
$104K 0.01%
1,987
-139
304
$103K 0.01%
2,996
305
$100K 0.01%
446
306
$97.3K 0.01%
5,328
307
$96.5K 0.01%
1,546
-762
308
$96.4K 0.01%
1,270
-60
309
$96.4K 0.01%
264
310
$96.1K 0.01%
701
311
$95.7K 0.01%
1,000
312
$93.3K 0.01%
305
313
$91.7K 0.01%
1,500
314
$91.3K 0.01%
1,008
315
$90.7K 0.01%
2,025
316
$89K 0.01%
940
-2,239
317
$88.7K 0.01%
843
318
$88.6K 0.01%
1,000
319
$86.7K 0.01%
885
320
$84.9K 0.01%
4,500
321
$84.9K 0.01%
1,090
+1,000
322
$84.6K 0.01%
2,800
323
$82.7K 0.01%
1,000
324
$82.3K 0.01%
594
325
$82K 0.01%
1,500
11 12
13
14 15